Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

Link copied to clipboard!

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)

Invest Now

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹76 Cr	₹36 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹1000	₹1000
Launch Date	22 Apr 2024	03 Oct 2017
Category	Index Fund	ELSS
Fund Type	Open Ended	Close Ended
Benchmark	Nifty500 Multicap Infrastructure 50:30:20 TRI	NIFTY SMALLCAP 100 TRI
Turn Over	%	11%
Expense Ratio	1.1	1.42
Manager	Kapil Menon	Dwijendra Srivastava
ISIN Code	INF277KA1BP4	INF903JA1AX5
Exits Load	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365	Data not available./365

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	-6.08%	-7.06%
6 Month	-15.9%	-12.74%
1 Year	-	-1.18%
3 Year	-	18.39%
5 Year	-	25%

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	-	-
1 Year	-	-14.05%
3 Year	-	14.44%
5 Year	-	25.19%

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	-	15.19%
3 Year	-	24.65%
5 Year	-	21.83%

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.979%
Sharp	-	0.755%
Beta	-	0.792%
Alpha	-	0.735%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name	Kapil Menon	Dwijendra Srivastava
Total AUM	₹0 Cr	₹14140 Cr
Fund Manage	5	14
	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.81	4.03
Large Cap	48.21	-
Small Cap	18.83	90.27
Mid Cap	32.15	5.76

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.81	4.03
Energy	28.95	-
Materials	10.22	-
Communication	11.13	-
Construction	14.44	2.34
Healthcare	6.46	-
Services	9.53	-
Capital Goods	10.01	-
Chemicals	0.71	-
Automobile	6.73	-
Technology	0.28	-
Metals & Mining	0.42	-
Textiles	0.31	-
IT - Services	-	5.58
Industrial Products	-	16.82
Chemicals & Petrochemicals	-	2.76
Banks	-	8.82
Consumer Durables	-	12.17
IT - Software	-	5.62
Finance	-	5.86
Entertainment	-	2.9
Pharmaceuticals & Biotechnology	-	4.17
Auto Components	-	0.55
Leisure Services	-	6
Commercial Services & Supplies	-	2.66
Capital Markets	-	11.27
Realty	-	2.2
Cement & Cement Products	-	2.41
Healthcare Services	-	3.9